🧚‍♂️ Special Mentions

New List Views! 📋

If you love lists as much as we do, you are going to love this product update! Our list views got a complete revamp! Think all list view types (Groups, Jobs, Time, Expenses, Quotes, and Invoices) as well as Team Members and Companies, and Contacts.

On top of that, everything loads faster, the navigation is cleaner, and you can now edit dates and statuses directly from the list without opening a record. Changes made in bulk, or by other team members, update on your screen in real time, so everyone stays on the same page.
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Keen to learn more about how those updates will benefit your workflows? Register to our upcoming webinar here.

More Columns and Filters

A bunch new filters have been added, for example, the ability to set up Team Member or Job Lead is Me. That means you can set up and share a view with that filter, and the data will be dependent on who's logged in. Perfect to consolidate multiple Job Lead faves.

You can now set your own defaults for each list view. For example, you might want to hide Archived Jobs every time you open the Jobs list, but not on your Expenses list. Set them once and it's done.

Clearing your filters will bring you back to your personal defaults. The Time list has even more flexibility, letting you hide on-billable, personal, or scheduled time by default as well.

New Grouping Options

You can group any list by a wide range of options, giving you a much more organised view of your data at a glance. Grouped total rows show counts, so you can quickly see how many rows sit within each category.

Improved Sharing and Saving “Favourites”

Saving and sharing your Favourite views is now much easier. Favourites can be organised into folders, have their own shareable links, and can be shared more granularly with specific branches or teams.

When you make changes to a saved favourite, you'll be prompted to either save it as a new view or update the existing one... no more accidental overwrites!

Lists within the Job Plan 🚀

Like the full list views, you are now able to save your Favourites within the lists within the Job page itself. Create a view with columns, groupings and filters and save it as your preferred Favourite using the 💙➕ icon. You can open the Favourite at any time on any Job.

Also included? The ability to export CSVs from the Job Page lists themselves 🎉

💅 Small but Mighty

Standard Cost Rates for Roles in Rate Cards

We’ve added an option to set a Standard Cost Rates roles so you can be smarter with estimating costs if no Team Member has been assigned just yet.

Once you add a Team Member to that role, we will recalculate the Planned Profit Margin on the job to incorporate Team Member’s cost rates instead as well as update the Job Cost Report to include a default Cost Rate to view item margins.

To add a Standard Cost Rate to a Role, head to Settings > Roles > Edit Role (remember, we will only use it in calculations if the role doesn’t have a team member assigned to it!) Easy, done!

🛠 Fixes

• Fixed a specific flow for creating a Repeating ToDo when a Company has a default branch set-up
• Fixed an issue with the Role Rates not loading in some instances

🧚‍♂️ Special Mentions

V2 API (Beta)

We’ve launched the V2 API (Beta) for all public API users, a new version of our public API that introduces updated endpoints and enhancements. Alongside performance improvements, V2 API allows for additional routes and abilities. You can take a peek at the documentation here.

This release allows team to start integrating using the improved API and provide feedback before general availability.

Note, customers with current custom reports which have complex requests relying on V1 API may be experiencing intermittent issues due to the size of the queries. Those reports may need to be updated to take advantage of V2 performance and stability improvements.

Reach out to help@streamtime.net to get access to V2 API (beta).

💅 Small but Mighty

Priorities Improvements

• The Job Number is now visible in Priorities on condensed cards
• You’re now able to duplicate a Note Card in Priorities
• Item Cards now include the Item Checklists within Priorities

Other Improvements:

• A new Company Status global filter is available in Reporting
• You’re now able to filter by ToDo Description (notes) within Time and ToDo’s list views
• Say “bye” to lost briefs! We now ask to Save or Cancel before clicking out of a Job Post

🛠 Fixes

• Fixed issues with V1 API calls resulting in timeout errors, specifically for logged time
• Fixed an error 400 when attempting to upload Clients via CSV
• Resolved an issue with the wrong currency symbol being displayed on Time list with multi-currency rate cards
• Fixed an issue relating to the multi-currency rate card where Extra Hours Tracked values are displayed incorrectly
• Fixed a Houston error when trying to add a Heading to a PO
• Fixed CZK currency formatting in Invoiced column on the Job page list view

🧚‍♂️ Special Mentions

Updated Time, Expenses, Quotes, Invoices list views on the job 🤘

For those of you wrangling lots of entries on jobs, particularly time and expenses, you’re in for a treat. This release updates the job page to allow for filtering and grouping of all your time, expenses, quotes and invoices lists. We’ve updated them to allow you to filter, sort, and see all your entries by different groupings. Plus: take advantage of some newer filters such as date range to save you time. Aimed to help you manage external expenses better, and interrogate your job’s progress with less faffing around. Read more here.

Repeating To Dos: now unlimited

By verrrrry popular demand, you can now create Repeating To Do’s without an end date or a set number of instances. (We know! It’s big!) You’re also able to now select working day or quarter as time period options.

As with our Google Calendar integration, Repeating To Do’s with no end date will sync to a specific date in the future, based on each day. Read our full knowledge base article here to find out the nitty gritty.

💅 Small but Mighty

• E-invoicing is now live for any organisation who would like to test this functionality. E-invoicing allows you to send invoices directly from Streamtime to the recipient via the Peppol network. Read more about it here, and reach out to help@streamtime.net to have this activated
• More endpoints to enable more efficient searches are available through the API. This allows for better, faster reporting 🎉 Access API documentation here
• The To Do screen will now show if your Google Calendar integration has failed for some reason, allowing you to resolve it and ensure your calendar events are continuing to sync
• Behind the scenes, it’s faster to batch create + delete To Do’s. This helps our Repeating To Do update, but also improves the speed of that particular action from the To Do’s list!
• Behind the scenes: increased limit to export more records from list views before running out of memory
• ICYMI: We updated our PDF emails to customers to reflect our new brand. As part of this, your own branch logo now appears in the email 🎉 More of our brand in product to come!

🛠 Fixes

• Some Zapier connection issues resolved, including ‘job item user does not exist’ in very specific circumstances
• Additional API rate limiting due to some API connections were adversely affecting the load on the server. If you hit an error, reach out to help@streamtime.net so we can help you adjust your queries
• Schedule scrolling with two fingers on a trackpad resolved for those Mac users affected
• Additional Recipients info dropped off quote/invoice/PO emails, now they’re back!
• Fix for when you send a quote/invoice/PO, if you didn't write a message it would have an empty white box
• Resolved inconsistency / line break issues with checklist items when adding a job item to quote directly
• Resolved expense labels getting cleared when you open the modal from the main expense list
• Resolved checklist items coming through to quote in creation order, not user specified order

🧚‍♂️ Special Mentions

New Public API documentation with Swagger 🤘

Swagger UI presents a human-friendly interface where users can explore and understand an API. It also allows users to "try out" API calls directly from the browser, facilitating testing and understanding of API behaviour. The UI is generated from an OpenAPI Specification (OAS) file, which describes the API's structure, endpoints, parameters, responses, and authentication methods. This ensures the documentation is always in sync with the API's definition.

As well as the new documentation and, the API is now richer with more requests for users to be able to interact with milestones, phases, sub items and tracking information for quotes and invoices. There are also new routes for searching including a new route to detail all the available filters that can be used and details about the data being returned

💅 Small but Mighty

• 🔁 API: a POST job sub-item endpoint is now available via the API
• 🔁 API: the quotes endpoint is now available via the API
• 🔁 API: milestones can be fetched via the API
• 🧼 Items & Expenses: If the item & expense names (typed manually), match the existing item or expense within the Master Settings, Streamtime will recognise their General Ledger codes assigned in Xero

🛠 Fixes

• Resolved an issue with blank quote totals within the Quotes list on the job page
• Fixed an issue with the discrepancy of Unscheduled time within Reporting and Groups
• Resolved an issue with the reconnection of the native Google calendar integration
• Resolved an issue with the incorrect “scheduled” sell value being displayed within the tooltip on the Schedule in scenarios when a job is being planned at a different currency
• Fixed an issue when an item description box disappears in certain scenarios
• Resolved an issue when Primary and Secondary groupings reporting data in CSV did not match what was reported on within Streamtime

💅 Small but Mighty

• 🛵 The Job Page: Comments within Post's now have full dates in the new job page
• 🧮 Priorities: Better visibility of board status and allow view-only users of a priority board to request edit access from the owner via a notification, and receive a notification when edit access is granted
• 🤑 Expenses: Improvements to expense code handling for master items
• 🤑 Expenses: An "Infinity" markup now displays as a "-" instead of "0%" to differentiate with true 0 markups
• 🤑 Expenses: Default pricing method for Expenses are now “markup” so that if inputing cost rate initially, the sell rate will match
• 🤑 Expenses: Negative markups are now shown in a red warning stat
• 🛵 The Job Page: the Job Number & Name can now be copied from the header with a click to copy action

🛠 Fixes

• Resolved an issue with the duplication of Google Calendar events in certain scenarios
• Fixed an issue with Secondary grouping export from Reporting
• Resolved an issue with the CSV export of MC expenses not showing correctly
• Resolved an issue with Phase names retaining their original location even after being re-ordered, after the job is duplicated
• Fix an issue with the previously invoiced amount on the Invoice Wizard
• Fix an issue with the Invoice Wizard bringing across time when you de-select it, when invoicing by Time & Expenses
• Resolved an issue where users would re-activate in a very rare case (when deleting users from a job item)

🧚‍♂️ Special Mentions

New Priorities 🫟

We’ve been working away in the background to improve our Kanban offering (Priorities). The New Priorities has gotten a full update from our Product team including a brand new homepage, more powerful boards, new card types and ready-to-use Kanban templates!

View all your priorities like important jobs, tasks, and your pipeline in one place. Manage client work or track new business from your board and keep everyone updated on progress.

Keen to learn more about the power of Priorities? Head to its dedicated page in ST Knowledge Base.

As we’re still fine-tuning this feature, feel free to share your feedback by emailing help@streamtime.net or using the chat bubble within the app. There's never been a better time for some feedback on Priorities 😉

The New Job Page 🛵

The New Job Page is now available on all Streamtime accounts — designed to give you greater clarity and confidence when managing your projects! Highlights include:

• The ability to add expenses directly under phases,
• A personalised Pulse Check to surface insights and prompts tailored to your job setup
• Enhanced burn-up chart views to visualise performance over time in new ways.
• Plus, the refreshed layout for smarter tracking for time, cost, profit - all in one place.

👉 Explore the quick start guide to the New Job Page (Beta) here.

Heads up! The old job page won't be here for long. We're here to help if you're stuck — just email help@streamtime.net and we'll get you back on track.

💅 Small but Mighty

• 🛵 The Job Page: You’re now able to quickly scroll to the Job Plan and scroll to top and quickly get around the page
• 🔮 The Jumbotron: The Jumbotron can now be collapsed and expanded within the Job Page
• 📊 Reporting: When opening Reporting section, we'll now automatically open your first saved favourite (if you have any). This way, you’ll see a report right away instead of an empty screen
• 🛵 The Job Page: You’re now able to jump to a Contact directly from the Job Page
• 🛵 The Job Page: You can now pin posts within the Activity section of the Job Page
• 🤑 Expenses: When you duplicate an Expense within the job, the Expense date is set to today
• 🛵 The Job Page: the Job Number can now be copied from the header with a click to copy action and within the Settings page

🛠 Fixes

• Fixed an issue with empty secondary grouping CSV export from Reporting using planned time data set
• Resolved an issue with Approved Expenses & PO’s not being available on invoices created using the Job Plan
• Fixed an issue when changing the Supplier contact on a Commercial Document replaces the email recipient rather than adding another
• Assigning team members to a job or phase item count being incorrect fixed
• Fixed an issue with list views showing no columns/no data in certain scenarios

🧚‍♂️ Special Mentions

The New Job Page (Beta)

The New Job Page (Beta) is here — designed to give you greater clarity and confidence when managing your projects! Highlights include:

• The ability to add expenses directly under phases,
• A personalised Pulse Check to surface insights and prompts tailored to your job setup
• Enhanced burn-up chart views to visualise performance over time in new ways.
• Plus, the refreshed layout for smarter tracking for time, cost, profit - all in one place.

👉 Explore the quick start guide to the New Job Page (Beta) here.

Coming Soon: New Priorities 🛼

We’ve been working away in the background to improve our Kanban offering (Priorities). The New Priorities has gotten full a update from our product team including a brand new homepage, more powerful boards and ready-to-use Kanban templates. We’ll be looking at recruiting keen beans to take an early look in the next few weeks — interested? Hit is up at help@streamtime.net if so.

💅 Small but Mighty

We released a new version of Streamtime and Zapier integration - Zapier v2.0.1 with the additional fields to help automate your internal processes:

• Job currency
• Job status
• Job branch
• Job rate card
• and, Job Exchange rate

🛠 Fixes

• Fixed an issue when selecting the “Go to Streamtime” button on an Invoice in Xero takes you to a 404 error page
• Resolved a specific issue when Extra Hours Tracked were still available after Job has been deleted
• Fixed an issue with the Happiness Coach permission not showing for New Subscribers in Streamtime
• Resolved a Houston error when exporting report with sub-grouping by role
• Fix issue with Zapier not able to duplicate a job
• Fix sorting issues with columns in job groups list, and added some extra sorts to jobs list
• Resolved an issue with the expense sell values not updating with the expense list in certain scenarios
• Resolved an issue with blank invoices appearing in Xero after being sent from Streamtime

🧚‍♂️ Special Mentions

Rich Text on Item Additional Information & Master Items ✍️

We’ve just rolled out more Rich Text options for master items list and item additional information within the job page! Now, your formatted details can seamlessly float into your team’s schedules, quotes and invoices, saving you time on re-editing.

Priorities - Brand New Modals 🎲

Priorities card modals have had a fresh new update—this is just the first step in a larger project to refactor and enhance the entire page (more improvements and updates are coming soon!).

We'd love to hear from you about how you're currently using Priorities in a super quick survey. Spare a minute or two to help us help you below here 🙏

Coming Soon: A new look Job Page

We’ve been working away in the background to update our job page so that it’s faster, cleaner, more accessible and easier to navigate. We’ll be looking at recruiting keen beans to take an early look in the next few weeks — interested? Hit us up at help@streamtime.net if so.

💅 Small but Mighty

• Paused To Do Status Indicator is now visible within the To-Do sidebar
• Completed Jobs are now hidden from the Jobs dropdown within the To-Do screen
• At the job duplication, Expense Date gets set to the start date of the new job (or “today” if the job start date is not set)

🛠 Fixes

• Fixed a Houston error when opening the Availability modal
• Fixed an error with Posts not getting duplicated when the job is (even if the option is selected)
• Fixed an issue where not all Streamtime users were being displayed within the iOS app

🧚‍♂️ Special Mentions

Groups (beta) for everyone 🪩

Groups feature, previously in closed Beta, is now available for all Streamtime customers!

Link jobs together and track their progress as a whole or over specific time periods, all in one place! The functionality is ideal for managing retainers, campaigns, or projects with multiple jobs. This improved visibility helps you quickly spot trends, stay on top of deadlines, and manage workloads more effectively, giving you more control over your projects.

Head here to learn more about Groups or watch our latest webinar recording here. Welcome all feedback on this feature as you get started with it.

Coming Soon: A new look Job Page

We’ve been working away in the background to update our job page so that it’s faster, cleaner, more accessible and easier to navigate. We’ll be looking at recruiting keen beans to take an early look in the next few weeks — interested? Hit is up at help@streamtime.net if so.

💅 Small but Mighty

Job duplication performance improvements ⚡️

You asked, we listened. We’ve optimised the performance of duplicating projects, especially the ones containing a large number of phases, items, team members, expenses and even hours all with the hope to improve your overall experience with Streamtime. The duplication of especially chunky projects might take a little while to perform, with the work being scheduled in the backend. The good news is, you can navigate away from the page while it ticks away in the background.

To Do page improvements 💻

We’ve improved the way time is being logged, when entered manually within the To-Do modal. For example, entering duration less than users’ total hours worked on that day, Streamtime then assumes its HOURS. If the duration entered is more than that, we will assume its MINUTES. H & M are now recognised as capitals. It’s small, but its definitely mighty 😉

🛠 Fixes

• Resolved an issue with the expense totals not adding up when reporting within groups
• When an expense name is removed or edited, its description stays. This is now consistent with how item descriptions within the job plans are performing
• Improved UX for users with no “view financial” access on Jobs
• Fixed the “total vs budget” graph version to display accurate data
• When a To-Do is being reassigned to a team member with “Z” in their name, a cut tool opens instead - resolved
• Fixed an issue with Completed Items on Jobs affecting numbers in the Availability Modal

💅 Small but Mighty

We’ve made it easier to identify Clients and Suppliers within your Contacts.

Here’s what’s new:

• Easily differentiate between Clients and Suppliers: You can now tag Companies in your account as Clients, Suppliers, or both.
• New Filters: Easily filter the list of Companies by Client or Supplier.
• Automatic Tagging: If a company is used on a PO/Expense or an Invoice, the correct type is now auto-applied when the document is sent.
• Improved Grouping: Contacts are now grouped by relevance—Clients first on Jobs, Quotes, and Invoices; Suppliers first on POs and Expenses. Making it easier and faster to select the right Company.
• Smart Defaults: Clients are now listed first when creating Jobs; Suppliers when creating Expenses or POs.
• CSV Import Support: You can now specify whether your import applies to Clients or Suppliers—separate CSVs are needed for each.

Pro Tip: If you’ve done so before using Company Labels, you can assign Company types in bulk by using a batch action.

Bulk Assign Job Leads Now Available!

We’ve added a new bulk action to the jobs list—Assign job lead. Now, you can quickly assign a job lead to multiple jobs at once.

• Find this option in the batch actions list on the jobs page.
• If a job already has a different lead, the new assignment will override it.

🛠 Fixes

• Implemented more performance improvements to the Native Google Calendar Integration
• Fixed an issue with the 'NextJobNumber not filled in' error appearing even when job numbering is turned off
• Resolved an issue with the date range on job time report not resetting when a user comes back to the time list
• Custom date picker was cut off on an invoice wizard for time & expenses - fixed
• Address nickname is now a mandatory field, to prevent errors on invoices without an address nickname